Engagement

Engagement Process

How organizations apply The AI Capital Risk Instrument (ACRI) before authorizing AI capital.

Organizations evaluating significant AI deployment investments often face AI Capital Risk.

AI Capital Risk is the risk of approving AI investment before the organization is ready to deploy it at scale.

The AI Capital Risk Instrument (ACRI) provides a deterministic evaluation of AI capital exposure before investment approval and produces a board-ready AI Capital Risk Report documenting a capital authorization determination.

The engagement is structured, fixed-scope, and vendor-neutral.

Organizations typically complete the evaluation within approximately 14 days, producing a formal AI Capital Risk Report used by executive teams, boards, and investment committees to inform AI capital authorization decisions.

Engagement Overview

Stratify engagements evaluate structural exposure conditions associated with AI capital deployment across governance, regulatory, operational, and capital allocation dimensions.

ACRI processes structured stakeholder inputs through a deterministic evaluation framework to produce an AI Capital Risk Index score and a resulting capital authorization posture.

The output is delivered as a board-ready AI Capital Risk Report documenting exposure diagnostics, regulatory signals, and the capital authorization determination.

Organizations typically deploy the instrument immediately before approving material AI capital investments.

Typical Evaluation Scope

The AI Capital Risk Instrument (ACRI) is most commonly used when organizations are evaluating material AI deployments requiring executive or board authorization.

Typical AI capital investments evaluated:

$1M – $10M+

Common deployment examples include:

  • predictive maintenance platforms
  • underwriting and risk models
  • customer service automation systems
  • logistics optimization platforms
  • AI deployment across private equity portfolio companies

Evaluation timeline:

Approximately 14 days

Engagement Process

The engagement follows a structured three-phase process.

Phase 1 — Engagement Initiation

Days 1–3

  • Executive intake discussion
  • scope confirmation and stakeholder identification
  • instrument environment provisioned

Phase 2 — Instrument Evaluation

Days 4–10

Relevant stakeholders complete a structured capital risk questionnaire evaluating governance, regulatory exposure, data reliability, execution readiness, and capital discipline conditions.

The deterministic scoring model processes these inputs and computes vector exposure signals and regulatory classification indicators.

Phase 3 — Board Report Delivery

Days 11–14

The instrument produces a board-ready AI Capital Risk Report including:

  • AI Capital Risk Index score
  • vector exposure diagnostics
  • capital authorization determination
  • EU AI Act exposure signals
  • a phased 90-day stabilization roadmap

The report is delivered to executive leadership and may be reviewed with the leadership team in a structured readout session.

Stakeholder Participation

The evaluation is designed to minimize organizational disruption.

Typical participants include:

  • CIO or CTO
  • AI / Data leadership
  • governance or compliance leadership
  • the business unit sponsoring the AI deployment

Total stakeholder input time is typically 2–4 hours distributed across participants.

No workshops or multi-week consulting engagements are required.

All inputs are collected through a structured evaluation instrument.

Deliverables

Each engagement produces a formal AI Capital Risk Report designed for board and executive review.

The report includes:

Executive Determination

AI Capital Risk Index score and resulting capital authorization posture.

Vector Diagnostics

Exposure diagnostics across the five capital risk dimensions:

  • regulatory exposure
  • governance oversight
  • data infrastructure reliability
  • execution capability
  • capital allocation discipline

Regulatory Exposure Mapping

Evaluation of potential EU AI Act classification signals and governance control readiness.

Capital Authorization Determination

Deterministic posture outcome:

  • Pause
  • Controlled Investment
  • Authorize Deployment

90-Day Risk Reduction Roadmap

Prioritized remediation actions designed to stabilize exposure conditions before scaled deployment.

Engagement Fee

Typical engagement fee

$18,500

Fixed-fee evaluation delivered within approximately 14 days.

The engagement is:

  • vendor-neutral
  • fixed-scope
  • deterministic
  • not dependent on workshops or consulting retainers

Organizations receive a board-ready AI Capital Risk Report suitable for executive and governance distribution.

Enterprise Portfolio Evaluation

Private equity firms and large organizations often evaluate AI capital exposure across multiple portfolio companies or business units.

Portfolio engagements may include

  • multiple AI capital evaluations across portfolio companies
  • cross-company exposure comparison
  • governance alignment signals for investment committees
  • consolidated exposure diagnostics across deployments

Typical portfolio engagement pricing

$45,000 – $75,000 depending on scope.

When Organizations Use This Engagement

Organizations typically deploy ACRI when leadership is preparing to authorize meaningful AI capital deployment.

Common trigger moments include:

AI capital authorization decisions

A board or executive committee is evaluating whether to approve a major AI deployment initiative.

Private equity portfolio AI deployment

Operating partners require a consistent exposure evaluation before allocating AI capital across portfolio companies.

Regulated AI deployment preparation

Organizations preparing to deploy AI systems in regulated environments evaluate governance and regulatory exposure conditions before launch.

Scaling AI beyond pilot programs

Leadership teams preparing to expand AI deployments often evaluate capital risk exposure before scaling investments.

Quantify AI Risk Before Capital Is Committed

The AI Capital Risk Instrument (ACRI) provides a deterministic evaluation of AI capital exposure before boards or executive teams authorize deployment. Board-ready instrument. Vendor-neutral. Delivered in approximately 14 days.